+57.4%
VZ vs BIDU
-27.4%
+84.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | +1.5% | -4.6% | +6.0% | +1.4% |
| 30D | +4.4% | -4.5% | +8.9% | +4.3% |
| 3M | -2.4% | -25.4% | +23.0% | -2.9% |
| 6M | +1.4% | -48.1% | +49.5% | +0.9% |
| YTD | +21.4% | -40.2% | +61.6% | +20.4% |
| 1Y | +20.3% | -35.2% | +55.5% | +19.1% |
| 3Y | +57.4% | -27.1% | +84.5% | +51.1% |
| All | +57.4% | -27.4% | +84.8% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BIDU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling